# GBS FINANCIAL CORP.

GBS FINANCIAL CORP. of SANTA ROSA, CA is an SEC-registered investment adviser.

## Registration

- CRD: 16906
- Type: SEC-registered investment adviser
- SEC file number: 801-60744
- Location: 558 B STREET, SANTA ROSA, CA, 95401-5274
- Phone: 707-568-2400
- Latest filing: 2014-08-11
- Regulatory AUM: $811.3M
- Discretionary AUM: $727.1M
- Non-discretionary AUM: $84.1M
- Clients: 21
- Accounts: 354

## Officers, owners & control persons (7)

| Name | Role | Location |
| --- | --- | --- |
| GLOISTEN DONALD GERARD | CHIEF EXECUTIVE OFFICER; CHIEF EXECUTIVE OFFICER AND CHIEF COMPLIANCE OFFICER; PRESIDENT | — |
| GLOISTEN GERARD PAUL | PRESIDENT; VICE PRESIDENT | — |
| GLOISTEN MARY JEANNENE | TREASURER; TREASURER / SECRETARY | — |
| MORRILL LYNN SUE | CHIEF COMPLIANCE OFFICER & REGISTERED OPTIONS AND SECURITY FUTURES PRINCIPAL; COMPLIANCE DIRECTOR; COMPLIANCE OFFICER (+2 more) | — |
| WALLS ROBERT WILLIAM | OPERATIONS MANAGER / EQUITY TRADER | — |
| LEVEY ELAINE LINDA | SECRETARY | — |
| KINKADE STEPHEN ROY | CHIEF FINANCIAL AND OPERATION PRINCIPAL; FINANCIAL AND OPERATION PRINCIPAL | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/16906/brochure
- Similar advisers: https://search.stillhousedata.com/firm/16906/similar
- Related entities: https://search.stillhousedata.com/firm/16906/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/16906

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.